RIA Intel›Advisers›Connecticut›PORTFOLIO ADVISORS LLC

PORTFOLIO ADVISORS LLC

Advisory

N·DARIEN, CT

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$47.8B

1-Year AUM Growth

+5.8%

3-Year CAGR

+5.3%

Employees

83

Assets Under Management

Total AUM$47.8B

Discretionary AUM$29.5B

Non-Discretionary AUM$18.3B

Discretionary %61.7%

Total Clients111

Team

Total Employees83

Investment Advisers164

Employee Growth (1Y)+2.4%

Filing History

Total Filings on Record35

First FilingFeb 23, 2001

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 35 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PORTFOLIO ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.